BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,483,688 shares; 2024Q4: 9,482,301 shares; 2025Q1: 9,495,686 shares; 2025Q2: 9,501,249 shares; 2025Q3: 9,480,551 shares 9,480,551 $308M 11.33% -20,698 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,292 shares; 2024Q4: 151,271 shares; 2025Q1: 153,358 shares; 2025Q2: 153,069 shares; 2025Q3: 155,744 shares 155,744 $80.7M 2.97% +2,675 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,481,980 shares; 2024Q4: 1,481,980 shares; 2025Q1: 1,601,904 shares; 2025Q2: 1,627,973 shares; 2025Q3: 1,627,973 shares 1,627,973 $78.1M 2.87% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672,961 shares; 2024Q4: 312,100 shares; 2025Q1: 1,212,305 shares; 2025Q2: 1,408,330 shares; 2025Q3: 1,473,892 shares 1,473,892 $67.3M 2.48% +65,562 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,982 shares; 2024Q4: 231,017 shares; 2025Q1: 261,880 shares; 2025Q2: 252,484 shares; 2025Q3: 248,302 shares 248,302 $63.2M 2.33% -4,182 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,391 shares; 2024Q4: 193,717 shares; 2025Q1: 227,656 shares; 2025Q2: 291,000 shares; 2025Q3: 297,264 shares 297,264 $55.5M 2.04% +6,264 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,458 shares; 2024Q4: 234,276 shares; 2025Q1: 235,255 shares; 2025Q2: 235,976 shares; 2025Q3: 229,635 shares 229,635 $50.4M 1.85% -6,341 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,833 shares; 2024Q4: 174,283 shares; 2025Q1: 176,451 shares; 2025Q2: 173,847 shares; 2025Q3: 171,329 shares 171,329 $41.7M 1.53% -2,518 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,782 shares; 2024Q4: 610,684 shares; 2025Q1: 850,394 shares; 2025Q2: 781,056 shares; 2025Q3: 799,891 shares 799,891 $37M 1.36% +18,835 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,817 shares; 2024Q4: 137,339 shares; 2025Q1: 140,191 shares; 2025Q2: 109,538 shares; 2025Q3: 110,988 shares 110,988 $36.6M 1.35% +1,450 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,574 shares; 2024Q4: 213,332 shares; 2025Q1: 194,740 shares; 2025Q2: 768,864 shares; 2025Q3: 800,823 shares 800,823 $34.4M 1.27% +31,959 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789,734 shares; 2024Q4: 797,106 shares; 2025Q1: 628,163 shares; 2025Q2: 612,640 shares; 2025Q3: 624,973 shares 624,973 $33.8M 1.25% +12,333 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,479 shares; 2024Q4: 256,726 shares; 2025Q1: 264,920 shares; 2025Q2: 678,763 shares; 2025Q3: 708,314 shares 708,314 $32.7M 1.2% +29,551 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532,011 shares; 2025Q1: 535,057 shares; 2025Q2: 859,169 shares; 2025Q3: 907,024 shares 907,024 $32M 1.18% +47,855 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,421 shares; 2024Q4: 103,303 shares; 2025Q1: 96,296 shares; 2025Q2: 96,629 shares; 2025Q3: 99,146 shares 99,146 $31.3M 1.15% +2,517 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,273 shares; 2024Q4: 589,125 shares; 2025Q1: 599,780 shares; 2025Q2: 798,187 shares; 2025Q3: 850,802 shares 850,802 $30.9M 1.14% +52,615 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,783 shares; 2024Q4: 296,475 shares; 2025Q1: 303,354 shares; 2025Q2: 408,701 shares; 2025Q3: 439,015 shares 439,015 $30.8M 1.13% +30,314 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,153 shares; 2024Q4: 249,978 shares; 2025Q1: 251,528 shares; 2025Q2: 351,234 shares; 2025Q3: 376,660 shares 376,660 $27.7M 1.02% +25,426 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,908 shares; 2024Q4: 391,778 shares; 2025Q1: 435,384 shares; 2025Q2: 477,253 shares; 2025Q3: 502,315 shares 502,315 $26.1M 0.96% +25,062 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,137 shares; 2024Q4: 50,146 shares; 2025Q1: 50,815 shares; 2025Q2: 50,006 shares; 2025Q3: 50,727 shares 50,727 $25.5M 0.94% +721 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 369,803 shares; 2025Q2: 445,975 shares; 2025Q3: 458,739 shares 458,739 $24.4M 0.9% +12,764 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,001 shares; 2024Q4: 5,418 shares; 2025Q1: 338,699 shares; 2025Q2: 413,939 shares; 2025Q3: 435,851 shares 435,851 $21M 0.77% +21,912 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,159 shares; 2024Q4: 539,702 shares; 2025Q1: 669,251 shares; 2025Q2: 755,515 shares; 2025Q3: 780,936 shares 780,936 $20M 0.74% +25,421 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,884 shares; 2024Q4: 172,887 shares; 2025Q1: 177,396 shares; 2025Q2: 175,264 shares; 2025Q3: 173,492 shares 173,492 $19.6M 0.72% -1,772 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,321 shares; 2024Q4: 252,792 shares; 2025Q1: 261,891 shares; 2025Q2: 393,078 shares; 2025Q3: 408,024 shares 408,024 $19.4M 0.71% +14,946 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,301 shares; 2024Q4: 28,358 shares; 2025Q1: 28,364 shares; 2025Q2: 28,235 shares; 2025Q3: 28,827 shares 28,827 $19.3M 0.71% +592 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,404 shares; 2024Q4: 307,568 shares; 2025Q1: 318,932 shares; 2025Q2: 486,194 shares; 2025Q3: 507,496 shares 507,496 $19.3M 0.71% +21,302 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,720 shares; 2024Q4: 525,840 shares; 2025Q1: 533,026 shares; 2025Q2: 578,272 shares; 2025Q3: 600,534 shares 600,534 $18.9M 0.7% +22,262 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,574 shares; 2024Q4: 359,569 shares; 2025Q1: 373,445 shares; 2025Q2: 575,473 shares; 2025Q3: 597,624 shares 597,624 $18.9M 0.7% +22,151 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,717 shares; 2024Q4: 67,155 shares; 2025Q1: 71,773 shares; 2025Q2: 66,290 shares; 2025Q3: 65,199 shares 65,199 $18.3M 0.67% -1,091 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,236 shares; 2024Q4: 76,871 shares; 2025Q1: 76,409 shares; 2025Q2: 76,321 shares; 2025Q3: 74,344 shares 74,344 $18.1M 0.67% -1,977 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 19,231 shares; 2025Q1: 18,306 shares; 2025Q2: 21,420 shares; 2025Q3: 20,605 shares 20,605 $17M 0.63% -815 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,099 shares; 2024Q4: 206,531 shares; 2025Q1: 269,797 shares; 2025Q2: 310,087 shares; 2025Q3: 324,489 shares 324,489 $16.9M 0.62% +14,402 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,524 shares; 2024Q4: 19,984 shares; 2025Q1: 22,934 shares; 2025Q2: 21,616 shares; 2025Q3: 22,887 shares 22,887 $16.8M 0.62% +1,271 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,457 shares; 2024Q4: 104,873 shares; 2025Q1: 114,806 shares; 2025Q2: 116,256 shares; 2025Q3: 114,587 shares 114,587 $16.6M 0.61% -1,669 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,610 shares; 2024Q4: 50,078 shares; 2025Q1: 92,164 shares; 2025Q2: 88,017 shares; 2025Q3: 88,418 shares 88,418 $16.4M 0.6% +401 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,458 shares; 2024Q4: 35,317 shares; 2025Q1: 36,407 shares; 2025Q2: 35,593 shares; 2025Q3: 34,420 shares 34,420 $16.3M 0.6% -1,173 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,025 shares; 2024Q4: 47,279 shares; 2025Q1: 51,395 shares; 2025Q2: 50,918 shares; 2025Q3: 47,159 shares 47,159 $16.1M 0.59% -3,759 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,654 shares; 2024Q4: 96,619 shares; 2025Q1: 100,543 shares; 2025Q2: 99,910 shares; 2025Q3: 103,602 shares 103,602 $15.9M 0.59% +3,692 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,528 shares; 2024Q4: 990,587 shares; 2025Q1: 618,710 shares; 2025Q2: 576,031 shares; 2025Q3: 578,967 shares 578,967 $14.1M 0.52% +2,936 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 17,149 shares; 2025Q1: 19,808 shares; 2025Q2: 17,687 shares; 2025Q3: 17,927 shares 17,927 $13.7M 0.5% +240 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,243 shares; 2024Q4: 46,550 shares; 2025Q1: 162,353 shares; 2025Q2: 249,329 shares; 2025Q3: 393,039 shares 393,039 $13.1M 0.48% +143,710 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,356 shares; 2024Q4: 186,516 shares; 2025Q1: 221,924 shares; 2025Q2: 233,236 shares; 2025Q3: 242,788 shares 242,788 $12.2M 0.45% +9,552 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329,521 shares; 2025Q2: 407,600 shares; 2025Q3: 425,571 shares 425,571 $12.2M 0.45% +17,971 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,031 shares; 2024Q4: 95,981 shares; 2025Q1: 99,333 shares; 2025Q2: 101,340 shares; 2025Q3: 90,837 shares 90,837 $12.2M 0.45% -10,503 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,160 shares; 2024Q4: 31,102 shares; 2025Q1: 33,227 shares; 2025Q2: 97,659 shares; 2025Q3: 99,808 shares 99,808 $12M 0.44% +2,149 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,002 shares; 2024Q4: 73,015 shares; 2025Q1: 66,810 shares; 2025Q2: 42,878 shares; 2025Q3: 42,563 shares 42,563 $12M 0.44% -315 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,374 shares; 2024Q4: 54,417 shares; 2025Q1: 58,529 shares; 2025Q2: 58,512 shares; 2025Q3: 59,082 shares 59,082 $11.2M 0.41% +570 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,395 shares; 2024Q4: 411,466 shares; 2025Q1: 409,620 shares; 2025Q2: 409,622 shares; 2025Q3: 409,430 shares 409,430 $10.8M 0.4% -192 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 10,470 shares; 2025Q1: 12,270 shares; 2025Q2: 12,118 shares; 2025Q3: 11,523 shares 11,523 $10.7M 0.39% -595 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,654 shares; 2024Q4: 77,162 shares; 2025Q1: 81,165 shares; 2025Q2: 80,801 shares; 2025Q3: 80,737 shares 80,737 $10.6M 0.39% -64 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,955 shares; 2024Q4: 157,736 shares; 2025Q1: 177,797 shares; 2025Q2: 198,618 shares; 2025Q3: 202,987 shares 202,987 $10.5M 0.39% +4,369 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,514 shares; 2024Q4: 190,277 shares; 2025Q1: 118,633 shares; 2025Q2: 104,443 shares; 2025Q3: 108,088 shares 108,088 $10.4M 0.38% +3,645 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,136 shares; 2024Q4: 41,703 shares; 2025Q1: 44,955 shares; 2025Q2: 44,743 shares; 2025Q3: 44,359 shares 44,359 $10.4M 0.38% -384 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,417 shares; 2024Q4: 49,882 shares; 2025Q1: 53,899 shares; 2025Q2: 61,277 shares; 2025Q3: 61,278 shares 61,278 $10.2M 0.38% +1 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,668 shares; 2024Q4: 24,733 shares; 2025Q1: 37,958 shares; 2025Q2: 49,942 shares; 2025Q3: 50,413 shares 50,413 $10.1M 0.37% +471 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,138 shares; 2024Q4: 65,784 shares; 2025Q1: 50,152 shares; 2025Q2: 51,491 shares; 2025Q3: 51,156 shares 51,156 $10M 0.37% -335 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 20,911 shares; 2025Q1: 62,063 shares; 2025Q2: 73,368 shares; 2025Q3: 72,178 shares 72,178 $10M 0.37% -1,190 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,744 shares 129,744 $9.78M 0.36% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,417 shares; 2024Q4: 137,491 shares; 2025Q1: 143,382 shares; 2025Q2: 143,117 shares; 2025Q3: 145,912 shares 145,912 $9.68M 0.36% +2,795 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,658 shares; 2024Q4: 35,788 shares; 2025Q1: 39,285 shares; 2025Q2: 41,159 shares; 2025Q3: 40,391 shares 40,391 $9.57M 0.35% -768 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,944 shares; 2024Q4: 14,980 shares; 2025Q1: 14,184 shares; 2025Q2: 15,523 shares; 2025Q3: 15,610 shares 15,610 $9.37M 0.34% +87 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,801 shares; 2024Q4: 38,917 shares; 2025Q1: 48,326 shares; 2025Q2: 47,582 shares; 2025Q3: 48,465 shares 48,465 $9.19M 0.34% +883 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,127 shares; 2025Q2: 128,894 shares; 2025Q3: 252,727 shares 252,727 $9.11M 0.33% +123,833 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,260 shares; 2024Q4: 15,098 shares; 2025Q1: 15,820 shares; 2025Q2: 15,648 shares; 2025Q3: 15,680 shares 15,680 $8.92M 0.33% +32 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,968 shares; 2024Q4: 15,018 shares; 2025Q1: 85,835 shares; 2025Q2: 86,171 shares; 2025Q3: 89,924 shares 89,924 $8.81M 0.32% +3,753 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 6,619 shares; 2025Q1: 6,900 shares; 2025Q2: 98,001 shares; 2025Q3: 79,396 shares 79,396 $8.56M 0.31% -18,605 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 13,103 shares; 2025Q1: 13,165 shares; 2025Q2: 13,111 shares; 2025Q3: 13,818 shares 13,818 $8.46M 0.31% +707 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,198 shares; 2024Q4: 319,301 shares; 2025Q1: 327,653 shares; 2025Q2: 339,146 shares; 2025Q3: 347,330 shares 347,330 $8.27M 0.3% +8,184 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,345 shares; 2024Q4: 10,061 shares; 2025Q1: 10,652 shares; 2025Q2: 10,672 shares; 2025Q3: 10,744 shares 10,744 $8.15M 0.3% +72 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,916 shares; 2024Q4: 14,214 shares; 2025Q1: 11,246 shares; 2025Q2: 11,203 shares; 2025Q3: 11,226 shares 11,226 $8.07M 0.3% +23 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 44,379 shares; 2025Q1: 47,399 shares; 2025Q2: 52,674 shares; 2025Q3: 52,704 shares 52,704 $7.9M 0.29% +30 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,378 shares; 2025Q2: 232,937 shares; 2025Q3: 243,281 shares 243,281 $7.76M 0.29% +10,344 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,514 shares; 2024Q4: 130,358 shares; 2025Q1: 109,453 shares; 2025Q2: 106,586 shares; 2025Q3: 107,619 shares 107,619 $7.53M 0.28% +1,033 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,133 shares; 2025Q2: 116,353 shares; 2025Q3: 118,663 shares 118,663 $7.47M 0.27% +2,310 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 3,889 shares; 2025Q1: 3,310 shares; 2025Q2: 6,066 shares; 2025Q3: 6,038 shares 6,038 $7.24M 0.27% -28 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: 11,731 shares; 2025Q1: 11,285 shares; 2025Q2: 10,978 shares; 2025Q3: 10,629 shares 10,629 $7.08M 0.26% -349 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,989 shares; 2024Q4: 20,769 shares; 2025Q1: 19,078 shares; 2025Q2: 18,983 shares; 2025Q3: 19,054 shares 19,054 $7.04M 0.26% +71 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,100 shares; 2024Q4: 29,864 shares; 2025Q1: 30,570 shares; 2025Q2: 31,309 shares; 2025Q3: 30,290 shares 30,290 $7.01M 0.26% -1,019 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163,663 shares; 2025Q3: 165,250 shares 165,250 $6.95M 0.26% +1,587 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,389 shares; 2025Q2: 224,234 shares; 2025Q3: 240,356 shares 240,356 $6.9M 0.25% +16,122 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,250 shares; 2025Q1: 9,199 shares; 2025Q2: 9,103 shares; 2025Q3: 8,982 shares 8,982 $6.71M 0.25% -121 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,171 shares; 2024Q4: 64,599 shares; 2025Q1: 66,022 shares; 2025Q2: 69,683 shares; 2025Q3: 73,957 shares 73,957 $6.61M 0.24% +4,274 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,261 shares; 2024Q4: 13,529 shares; 2025Q1: 17,237 shares; 2025Q2: 16,203 shares; 2025Q3: 17,030 shares 17,030 $6.37M 0.23% +827 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,302 shares; 2024Q4: 19,278 shares; 2025Q1: 27,243 shares; 2025Q2: 29,018 shares; 2025Q3: 31,975 shares 31,975 $6.34M 0.23% +2,957 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,524 shares; 2024Q4: 51,347 shares; 2025Q1: 77,835 shares; 2025Q2: 70,375 shares; 2025Q3: 69,729 shares 69,729 $5.86M 0.22% -646 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 8,925 shares; 2025Q1: 20,096 shares; 2025Q2: 19,474 shares; 2025Q3: 19,468 shares 19,468 $5.86M 0.22% -6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,203 shares; 2024Q4: 72,957 shares; 2025Q1: 75,206 shares; 2025Q2: 74,718 shares; 2025Q3: 76,865 shares 76,865 $5.8M 0.21% +2,147 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,582 shares; 2024Q4: 181,625 shares; 2025Q1: 163,654 shares; 2025Q2: 105,618 shares; 2025Q3: 105,874 shares 105,874 $5.7M 0.21% +256 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,894 shares; 2024Q4: 50,218 shares; 2025Q1: 98,833 shares; 2025Q2: 58,541 shares; 2025Q3: 67,242 shares 67,242 $5.64M 0.21% +8,701 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,022 shares; 2024Q4: 40,519 shares; 2025Q1: 73,423 shares; 2025Q2: 118,749 shares; 2025Q3: 161,771 shares 161,771 $5.43M 0.2% +43,022 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 5,949 shares; 2025Q1: 5,695 shares; 2025Q2: 5,538 shares; 2025Q3: 5,442 shares 5,442 $5.19M 0.19% -96 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,008 shares; 2024Q4: 66,974 shares; 2025Q1: 71,262 shares; 2025Q2: 71,149 shares; 2025Q3: 74,923 shares 74,923 $5.07M 0.19% +3,774 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,323 shares; 2024Q4: 29,534 shares; 2025Q1: 33,782 shares; 2025Q2: 34,000 shares; 2025Q3: 34,385 shares 34,385 $4.86M 0.18% +385 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,226 shares; 2025Q1: 11,953 shares; 2025Q2: 11,730 shares; 2025Q3: 11,643 shares 11,643 $4.83M 0.18% -87 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 9,075 shares; 2025Q1: 9,796 shares; 2025Q2: 9,648 shares; 2025Q3: 9,642 shares 9,642 $4.81M 0.18% -6 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,435 shares; 2025Q1: 35,280 shares; 2025Q2: 37,772 shares; 2025Q3: 39,444 shares 39,444 $4.79M 0.18% +1,672 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 27,545 shares; 2025Q1: 29,019 shares; 2025Q2: 29,466 shares; 2025Q3: 29,777 shares 29,777 $4.76M 0.18% +311 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,451 shares; 2024Q4: 14,342 shares; 2025Q1: 15,384 shares; 2025Q2: 15,285 shares; 2025Q3: 15,548 shares 15,548 $4.72M 0.17% +263 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,852 shares; 2024Q4: 24,012 shares; 2025Q1: 30,633 shares; 2025Q2: 27,553 shares; 2025Q3: 23,085 shares 23,085 $4.7M 0.17% -4,468 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,991 shares; 2024Q4: 5,216 shares; 2025Q1: 14,557 shares; 2025Q2: 17,717 shares; 2025Q3: 16,541 shares 16,541 $4.62M 0.17% -1,176 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,423 shares; 2024Q4: 68,403 shares; 2025Q1: 63,308 shares; 2025Q2: 33,376 shares; 2025Q3: 33,187 shares 33,187 $4.62M 0.17% -189 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,175 shares; 2024Q4: 79,540 shares; 2025Q1: 91,830 shares; 2025Q2: 91,519 shares; 2025Q3: 94,599 shares 94,599 $4.61M 0.17% +3,080 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,888 shares; 2025Q1: 38,878 shares; 2025Q2: 35,023 shares; 2025Q3: 31,508 shares 31,508 $4.59M 0.17% -3,515 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,599 shares; 2024Q4: 9,675 shares; 2025Q1: 9,854 shares; 2025Q2: 9,625 shares; 2025Q3: 9,392 shares 9,392 $4.5M 0.17% -233 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 6,437 shares; 2025Q1: 4,535 shares; 2025Q2: 8,195 shares; 2025Q3: 10,121 shares 10,121 $4.5M 0.17% +1,926 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,465 shares; 2025Q1: 14,062 shares; 2025Q2: 17,557 shares; 2025Q3: 16,525 shares 16,525 $4.49M 0.17% -1,032 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,840 shares; 2024Q4: 2,596 shares; 2025Q1: 9,678 shares; 2025Q2: 18,801 shares; 2025Q3: 31,772 shares 31,772 $4.46M 0.16% +12,971 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares 15,055 $4.43M 0.16% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,228 shares; 2024Q4: 188,875 shares; 2025Q1: 186,558 shares; 2025Q2: 179,850 shares; 2025Q3: 160,321 shares 160,321 $4.38M 0.16% -19,529 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,135 shares; 2024Q4: 18,111 shares; 2025Q1: 18,789 shares; 2025Q2: 19,132 shares; 2025Q3: 19,989 shares 19,989 $4.31M 0.16% +857 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 4,990 shares; 2025Q1: 24,371 shares; 2025Q2: 24,444 shares; 2025Q3: 18,804 shares 18,804 $4.24M 0.16% -5,640 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,071 shares; 2024Q4: 16,983 shares; 2025Q1: 65,454 shares; 2025Q2: 67,018 shares; 2025Q3: 69,561 shares 69,561 $4.24M 0.16% +2,543 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,167 shares; 2024Q4: 134,210 shares; 2025Q1: 145,995 shares; 2025Q2: 135,972 shares; 2025Q3: 131,493 shares 131,493 $4.2M 0.15% -4,479 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,062 shares; 2024Q4: 36,245 shares; 2025Q1: 35,991 shares; 2025Q2: 37,319 shares; 2025Q3: 37,043 shares 37,043 $4.19M 0.15% -276 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 4,380 shares; 2025Q1: 4,276 shares; 2025Q2: 23,542 shares; 2025Q3: 24,962 shares 24,962 $4.18M 0.15% +1,420 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,633 shares; 2024Q4: 83,143 shares; 2025Q1: 88,603 shares; 2025Q2: 89,182 shares; 2025Q3: 91,177 shares 91,177 $4.01M 0.15% +1,995 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,447 shares; 2024Q4: 53,650 shares; 2025Q1: 48,443 shares; 2025Q2: 34,098 shares; 2025Q3: 33,848 shares 33,848 $4.01M 0.15% -250 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,335 shares; 2025Q1: 102,740 shares; 2025Q2: 120,542 shares; 2025Q3: 125,681 shares 125,681 $3.86M 0.14% +5,139 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 28,850 shares; 2025Q1: 23,563 shares; 2025Q2: 21,385 shares; 2025Q3: 23,023 shares 23,023 $3.86M 0.14% +1,638 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,792 shares; 2024Q4: 143,635 shares; 2025Q1: 146,102 shares; 2025Q2: 149,005 shares; 2025Q3: 147,243 shares 147,243 $3.84M 0.14% -1,762 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,616 shares; 2025Q2: 29,979 shares; 2025Q3: 30,039 shares 30,039 $3.72M 0.14% +60 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,930 shares; 2024Q4: 31,657 shares; 2025Q1: 28,778 shares; 2025Q2: 26,775 shares; 2025Q3: 25,856 shares 25,856 $3.7M 0.14% -919 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,334 shares; 2025Q1: 100,447 shares; 2025Q2: 103,241 shares; 2025Q3: 104,582 shares 104,582 $3.69M 0.14% +1,341 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,388 shares; 2024Q4: 21,205 shares; 2025Q1: 20,813 shares; 2025Q2: 19,826 shares; 2025Q3: 19,621 shares 19,621 $3.66M 0.13% -205 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 7,562 shares; 2025Q1: 13,843 shares; 2025Q2: 13,991 shares; 2025Q3: 13,515 shares 13,515 $3.65M 0.13% -476 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 8,040 shares; 2025Q1: 16,326 shares; 2025Q2: 17,476 shares; 2025Q3: 19,981 shares 19,981 $3.64M 0.13% +2,505 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,481 shares; 2025Q1: 9,281 shares; 2025Q2: 58,709 shares; 2025Q3: 60,220 shares 60,220 $3.57M 0.13% +1,511 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,376 shares; 2024Q4: 39,594 shares; 2025Q1: 41,943 shares; 2025Q2: 41,007 shares; 2025Q3: 41,309 shares 41,309 $3.46M 0.13% +302 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,154 shares; 2024Q4: 16,896 shares; 2025Q1: 17,829 shares; 2025Q2: 17,486 shares; 2025Q3: 17,689 shares 17,689 $3.42M 0.13% +203 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,365 shares; 2025Q1: 2,627 shares; 2025Q2: 10,818 shares; 2025Q3: 11,464 shares 11,464 $3.42M 0.13% +646 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,058 shares; 2024Q4: 343,108 shares; 2025Q1: 344,657 shares; 2025Q2: 344,782 shares; 2025Q3: 345,622 shares 345,622 $3.41M 0.13% +840 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,815 shares; 2024Q4: 35,412 shares; 2025Q1: 36,902 shares; 2025Q2: 37,039 shares; 2025Q3: 37,513 shares 37,513 $3.4M 0.13% +474 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,102 shares; 2024Q4: 27,325 shares; 2025Q1: 63,725 shares; 2025Q2: 87,918 shares; 2025Q3: 89,626 shares 89,626 $3.35M 0.12% +1,708 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,229 shares; 2025Q1: 5,839 shares; 2025Q2: 14,962 shares; 2025Q3: 15,349 shares 15,349 $3.26M 0.12% +387 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,116 shares; 2024Q4: 86,252 shares; 2025Q1: 157,065 shares; 2025Q2: 132,013 shares; 2025Q3: 69,330 shares 69,330 $3.17M 0.12% -62,683 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,571 shares; 2025Q1: 43,766 shares; 2025Q2: 38,000 shares; 2025Q3: 36,939 shares 36,939 $3.13M 0.12% -1,061 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,839 shares; 2024Q4: 31,181 shares; 2025Q1: 64,127 shares; 2025Q2: 181,768 shares; 2025Q3: 141,783 shares 141,783 $3.12M 0.11% -39,985 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,558 shares; 2024Q4: 34,558 shares; 2025Q1: 34,557 shares; 2025Q2: 33,110 shares; 2025Q3: 32,613 shares 32,613 $3.1M 0.11% -497 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,403 shares; 2024Q4: 13,705 shares; 2025Q1: 13,742 shares; 2025Q2: 14,891 shares; 2025Q3: 29,728 shares 29,728 $3.06M 0.11% +14,837 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,576 shares; 2025Q1: 14,679 shares; 2025Q2: 19,867 shares; 2025Q3: 21,363 shares 21,363 $3.06M 0.11% +1,496 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 18,792 shares; 2025Q1: 18,191 shares; 2025Q2: 17,131 shares; 2025Q3: 19,492 shares 19,492 $3.03M 0.11% +2,361 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 18,890 shares; 2025Q1: 20,247 shares; 2025Q2: 23,874 shares; 2025Q3: 15,090 shares 15,090 $3.02M 0.11% -8,784 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,269 shares; 2025Q3: 12,793 shares 12,793 $3.02M 0.11% +7,524 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,291 shares; 2024Q4: 19,111 shares; 2025Q1: 30,964 shares; 2025Q2: 29,836 shares; 2025Q3: 29,680 shares 29,680 $3.01M 0.11% -156 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,281 shares; 2024Q4: 26,107 shares; 2025Q1: 26,413 shares; 2025Q2: 26,110 shares; 2025Q3: 26,265 shares 26,265 $3.01M 0.11% +155 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 19,189 shares; 2025Q1: 20,374 shares; 2025Q2: 20,948 shares; 2025Q3: 21,248 shares 21,248 $2.99M 0.11% +300 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 4,134 shares; 2025Q1: 8,377 shares; 2025Q2: 14,080 shares; 2025Q3: 13,923 shares 13,923 $2.98M 0.11% -157 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,855 shares; 2025Q2: 26,763 shares; 2025Q3: 26,794 shares 26,794 $2.95M 0.11% +31 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,860 shares; 2024Q4: 76,860 shares; 2025Q1: 76,860 shares; 2025Q2: 76,860 shares; 2025Q3: 76,018 shares 76,018 $2.93M 0.11% -842 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 5,237 shares; 2025Q1: 17,169 shares; 2025Q2: 22,451 shares; 2025Q3: 18,057 shares 18,057 $2.93M 0.11% -4,394 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,770 shares; 2025Q1: 2,626 shares; 2025Q2: 4,512 shares; 2025Q3: 4,509 shares 4,509 $2.93M 0.11% -3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,105 shares; 2024Q4: 18,672 shares; 2025Q1: 19,488 shares; 2025Q2: 20,053 shares; 2025Q3: 20,552 shares 20,552 $2.92M 0.11% +499 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 4,491 shares; 2025Q1: 8,347 shares; 2025Q2: 9,346 shares; 2025Q3: 9,727 shares 9,727 $2.91M 0.11% +381 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,490 shares; 2025Q1: 4,749 shares; 2025Q2: 21,501 shares; 2025Q3: 20,981 shares 20,981 $2.9M 0.11% -520 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 16,430 shares; 2025Q1: 21,265 shares; 2025Q2: 19,104 shares; 2025Q3: 8,093 shares 8,093 $2.85M 0.11% -11,011 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,800 shares; 2024Q4: 64,943 shares; 2025Q1: 68,630 shares; 2025Q2: 70,328 shares; 2025Q3: 70,568 shares 70,568 $2.85M 0.1% +240 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,119 shares; 2025Q1: 4,855 shares; 2025Q2: 6,978 shares; 2025Q3: 10,010 shares 10,010 $2.83M 0.1% +3,032 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,195 shares; 2024Q4: 17,245 shares; 2025Q1: 22,751 shares; 2025Q2: 25,238 shares; 2025Q3: 24,852 shares 24,852 $2.81M 0.1% -386 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,667 shares; 2024Q4: 44,014 shares; 2025Q1: 46,429 shares; 2025Q2: 47,709 shares; 2025Q3: 48,835 shares 48,835 $2.79M 0.1% +1,126 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 20,069 shares; 2025Q1: 23,471 shares; 2025Q2: 6,484 shares; 2025Q3: 7,908 shares 7,908 $2.73M 0.1% +1,424 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,300 shares; 2024Q4: 27,743 shares; 2025Q1: 25,228 shares; 2025Q2: 11,488 shares; 2025Q3: 11,267 shares 11,267 $2.7M 0.1% -221 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,760 shares; 2024Q4: 63,450 shares; 2025Q1: 63,450 shares; 2025Q2: 63,350 shares; 2025Q3: 63,350 shares 63,350 $2.68M 0.1% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,222 shares; 2024Q4: 15,663 shares; 2025Q1: 33,123 shares; 2025Q2: 16,385 shares; 2025Q3: 22,076 shares 22,076 $2.68M 0.1% +5,691 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 18,080 shares; 2025Q1: 109,633 shares; 2025Q2: 95,791 shares; 2025Q3: 177,369 shares 177,369 $2.67M 0.1% +81,578 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,217 shares; 2025Q1: 20,672 shares; 2025Q2: 7,988 shares; 2025Q3: 8,098 shares 8,098 $2.66M 0.1% +110 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,828 shares; 2025Q2: 54,488 shares; 2025Q3: 47,579 shares 47,579 $2.63M 0.1% -6,909 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,926 shares; 2024Q4: 10,998 shares; 2025Q1: 12,835 shares; 2025Q2: 13,324 shares; 2025Q3: 13,346 shares 13,346 $2.62M 0.1% +22 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,377 shares; 2025Q1: 8,669 shares; 2025Q2: 17,288 shares; 2025Q3: 17,302 shares 17,302 $2.61M 0.1% +14 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,711 shares; 2024Q4: 1,905 shares; 2025Q1: 4,987 shares; 2025Q2: 4,184 shares; 2025Q3: 4,185 shares 4,185 $2.57M 0.09% +1 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 5,986 shares; 2025Q1: 14,684 shares; 2025Q2: 15,627 shares; 2025Q3: 12,773 shares 12,773 $2.56M 0.09% -2,854 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,140 shares; 2025Q2: 19,936 shares; 2025Q3: 22,092 shares 22,092 $2.52M 0.09% +2,156 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,589 shares; 2024Q4: 9,624 shares; 2025Q1: 6,804 shares; 2025Q2: 9,114 shares; 2025Q3: 33,035 shares 33,035 $2.5M 0.09% +23,921 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 1,725 shares; 2025Q1: 3,225 shares; 2025Q2: 3,414 shares; 2025Q3: 3,233 shares 3,233 $2.5M 0.09% -181 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 7,828 shares; 2025Q1: 7,668 shares; 2025Q2: 17,680 shares; 2025Q3: 17,306 shares 17,306 $2.45M 0.09% -374 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 17,243 shares; 2025Q1: 23,688 shares; 2025Q2: 24,699 shares; 2025Q3: 29,683 shares 29,683 $2.45M 0.09% +4,984 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,347 shares; 2025Q1: 2,416 shares; 2025Q2: 5,676 shares; 2025Q3: 6,022 shares 6,022 $2.44M 0.09% +346 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,894 shares; 2024Q4: 8,642 shares; 2025Q1: 8,588 shares; 2025Q2: 7,426 shares; 2025Q3: 7,328 shares 7,328 $2.44M 0.09% -98 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 278 shares; 2025Q1: 519 shares; 2025Q2: 452 shares; 2025Q3: 450 shares 450 $2.43M 0.09% -2 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,029 shares; 2025Q1: 10,434 shares; 2025Q2: 27,234 shares; 2025Q3: 25,466 shares 25,466 $2.42M 0.09% -1,768 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 12,040 shares; 2025Q1: 10,690 shares; 2025Q2: 45,588 shares; 2025Q3: 42,086 shares 42,086 $2.39M 0.09% -3,502 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,312 shares; 2024Q4: 15,921 shares; 2025Q1: 16,382 shares; 2025Q2: 5,133 shares; 2025Q3: 4,995 shares 4,995 $2.38M 0.09% -138 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 2,059 shares; 2025Q1: 7,259 shares; 2025Q2: 6,047 shares; 2025Q3: 12,431 shares 12,431 $2.38M 0.09% +6,384 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 9,957 shares; 2025Q1: 20,653 shares; 2025Q2: 19,556 shares; 2025Q3: 24,775 shares 24,775 $2.36M 0.09% +5,219 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 3,270 shares; 2025Q1: 2,919 shares; 2025Q2: 1,800 shares; 2025Q3: 4,573 shares 4,573 $2.35M 0.09% +2,773 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,785 shares; 2025Q1: 8,330 shares; 2025Q2: 7,406 shares; 2025Q3: 7,397 shares 7,397 $2.32M 0.09% -9 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 606 shares; 2025Q1: 2,545 shares; 2025Q2: 4,250 shares; 2025Q3: 4,229 shares 4,229 $2.31M 0.09% -21 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 19,501 shares; 2025Q1: 57,697 shares; 2025Q2: 23,635 shares; 2025Q3: 64,690 shares 64,690 $2.31M 0.08% +41,055 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 9,398 shares; 2025Q1: 8,591 shares; 2025Q2: 12,488 shares; 2025Q3: 15,585 shares 15,585 $2.28M 0.08% +3,097 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,430 shares; 2025Q2: 8,524 shares; 2025Q3: 7,161 shares 7,161 $2.27M 0.08% -1,363 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,878 shares; 2024Q4: 49,915 shares; 2025Q1: 45,773 shares; 2025Q2: 28,258 shares; 2025Q3: 28,594 shares 28,594 $2.24M 0.08% +336 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: 13,432 shares; 2025Q1: 27,134 shares; 2025Q2: 32,551 shares; 2025Q3: 29,988 shares 29,988 $2.23M 0.08% -2,563 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,746 shares; 2024Q4: 39,107 shares; 2025Q1: 48,329 shares; 2025Q2: 50,866 shares; 2025Q3: 54,801 shares 54,801 $2.23M 0.08% +3,935 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,577 shares; 2025Q3: 6,586 shares 6,586 $2.22M 0.08% +9 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,558 shares; 2024Q4: 61,319 shares; 2025Q1: 135,067 shares; 2025Q2: 160,825 shares; 2025Q3: 251,585 shares 251,585 $2.19M 0.08% +90,760 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,448 shares; 2024Q4: 7,673 shares; 2025Q1: 2,600 shares; 2025Q2: 9,393 shares; 2025Q3: 15,513 shares 15,513 $2.18M 0.08% +6,120 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,986 shares; 2024Q4: 28,109 shares; 2025Q1: 27,620 shares; 2025Q2: 27,036 shares; 2025Q3: 26,840 shares 26,840 $2.16M 0.08% -196 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,671 shares; 2025Q1: 17,644 shares; 2025Q2: 24,676 shares; 2025Q3: 34,283 shares 34,283 $2.16M 0.08% +9,607 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,519 shares; 2025Q1: 5,629 shares; 2025Q2: 12,000 shares; 2025Q3: 11,354 shares 11,354 $2.16M 0.08% -646 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,736 shares; 2025Q3: 17,790 shares 17,790 $2.14M 0.08% +54 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,617 shares; 2025Q3: 11,918 shares 11,918 $2.12M 0.08% +301 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 9,011 shares; 2025Q1: 16,307 shares; 2025Q2: 17,896 shares; 2025Q3: 21,141 shares 21,141 $2.11M 0.08% +3,245 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 659 shares; 2025Q1: 4,321 shares; 2025Q2: 3,543 shares; 2025Q3: 3,441 shares 3,441 $2.1M 0.08% -102 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,001 shares; 2024Q4: 18,650 shares; 2025Q1: 19,973 shares; 2025Q2: 20,676 shares; 2025Q3: 8,461 shares 8,461 $2.09M 0.08% -12,215 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 1,584 shares; 2025Q3: 3,030 shares 3,030 $2.07M 0.08% +1,446 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 5,877 shares 5,877 $2.06M 0.08% +3,701 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,321 shares; 2024Q4: 3,408 shares; 2025Q1: 6,635 shares; 2025Q2: 2,570 shares; 2025Q3: 4,425 shares 4,425 $2.02M 0.07% +1,855 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 25,507 shares; 2025Q1: 22,975 shares; 2025Q2: 21,320 shares; 2025Q3: 21,365 shares 21,365 $1.99M 0.07% +45 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,856 shares; 2024Q4: 13,255 shares; 2025Q1: 8,612 shares; 2025Q2: 8,649 shares; 2025Q3: 7,637 shares 7,637 $1.99M 0.07% -1,012 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,288 shares; 2025Q2: 15,304 shares; 2025Q3: 15,328 shares 15,328 $1.99M 0.07% +24 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,094 shares; 2025Q2: 9,580 shares; 2025Q3: 9,629 shares 9,629 $1.97M 0.07% +49 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,203 shares; 2024Q4: 12,039 shares; 2025Q1: 22,817 shares; 2025Q2: 25,822 shares; 2025Q3: 20,339 shares 20,339 $1.95M 0.07% -5,483 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,756 shares; 2025Q3: 26,045 shares 26,045 $1.94M 0.07% +289 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,051 shares; 2024Q4: 29,011 shares; 2025Q1: 55,214 shares; 2025Q2: 46,757 shares; 2025Q3: 49,060 shares 49,060 $1.94M 0.07% +2,303 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,293 shares; 2024Q4: 6,301 shares; 2025Q1: 6,271 shares; 2025Q2: 6,333 shares; 2025Q3: 7,320 shares 7,320 $1.92M 0.07% +987 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: not reported; 2025Q1: 18,517 shares; 2025Q2: 36,293 shares; 2025Q3: 36,314 shares 36,314 $1.9M 0.07% +21 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,526 shares; 2024Q4: 13,499 shares; 2025Q1: 16,350 shares; 2025Q2: 13,750 shares; 2025Q3: 53,219 shares 53,219 $1.88M 0.07% +39,469 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,018 shares; 2025Q2: 22,990 shares; 2025Q3: 22,368 shares 22,368 $1.86M 0.07% -622 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,625 shares; 2024Q4: 20,625 shares; 2025Q1: 20,625 shares; 2025Q2: 20,615 shares; 2025Q3: 20,615 shares 20,615 $1.85M 0.07% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,808 shares; 2025Q3: 14,411 shares 14,411 $1.85M 0.07% -2,397 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 9,919 shares; 2025Q1: 7,969 shares; 2025Q2: 6,971 shares; 2025Q3: 4,381 shares 4,381 $1.85M 0.07% -2,590 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: not reported; 2025Q1: 12,033 shares; 2025Q2: 10,370 shares; 2025Q3: 10,392 shares 10,392 $1.84M 0.07% +22 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,037 shares; 2025Q1: 3,225 shares; 2025Q2: 2,977 shares; 2025Q3: 1,985 shares 1,985 $1.83M 0.07% -992 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,940 shares 43,940 $1.78M 0.07% new Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,285 shares; 2024Q4: 31,493 shares; 2025Q1: 29,261 shares; 2025Q2: 28,458 shares; 2025Q3: 26,615 shares 26,615 $1.77M 0.07% -1,843 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,210 shares; 2024Q4: 60,994 shares; 2025Q1: 55,351 shares; 2025Q2: 60,252 shares; 2025Q3: 61,726 shares 61,726 $1.74M 0.06% +1,474 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,834 shares; 2025Q1: 2,735 shares; 2025Q2: 12,248 shares; 2025Q3: 12,107 shares 12,107 $1.72M 0.06% -141 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 7,194 shares; 2025Q1: 8,716 shares; 2025Q2: 7,959 shares; 2025Q3: 7,957 shares 7,957 $1.69M 0.06% -2 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,211 shares; 2024Q4: 30,301 shares; 2025Q1: 27,880 shares; 2025Q2: 19,344 shares; 2025Q3: 19,404 shares 19,404 $1.69M 0.06% +60 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,469 shares; 2024Q4: 6,865 shares; 2025Q1: 9,578 shares; 2025Q2: 12,320 shares; 2025Q3: 10,510 shares 10,510 $1.69M 0.06% -1,810 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: not reported; 2025Q1: 20,065 shares; 2025Q2: 57,713 shares; 2025Q3: 48,101 shares 48,101 $1.69M 0.06% -9,612 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 34,430 shares; 2025Q2: 28,433 shares; 2025Q3: 24,971 shares 24,971 $1.66M 0.06% -3,462 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 10,397 shares; 2025Q1: 30,877 shares; 2025Q2: 18,587 shares; 2025Q3: 21,895 shares 21,895 $1.65M 0.06% +3,308 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares 3,516 $1.65M 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,996 shares; 2024Q4: 8,259 shares; 2025Q1: 8,352 shares; 2025Q2: 6,848 shares; 2025Q3: 5,342 shares 5,342 $1.64M 0.06% -1,506 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,819 shares; 2024Q4: 20,847 shares; 2025Q1: 27,499 shares; 2025Q2: 24,255 shares; 2025Q3: 23,822 shares 23,822 $1.63M 0.06% -433 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: 5,651 shares; 2025Q1: 13,345 shares; 2025Q2: 12,365 shares; 2025Q3: 11,625 shares 11,625 $1.63M 0.06% -740 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,180 shares; 2024Q4: 18,315 shares; 2025Q1: 17,479 shares; 2025Q2: 17,259 shares; 2025Q3: 16,833 shares 16,833 $1.63M 0.06% -426 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,313 shares; 2024Q4: 16,326 shares; 2025Q1: 7,430 shares; 2025Q2: 8,236 shares; 2025Q3: 7,872 shares 7,872 $1.61M 0.06% -364 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,397 shares; 2025Q1: 8,826 shares; 2025Q2: 10,122 shares; 2025Q3: 10,153 shares 10,153 $1.61M 0.06% +31 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 9,678 shares; 2025Q1: 16,259 shares; 2025Q2: 10,287 shares; 2025Q3: 10,339 shares 10,339 $1.6M 0.06% +52 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,237 shares; 2024Q4: 22,168 shares; 2025Q1: 22,168 shares; 2025Q2: 19,043 shares; 2025Q3: 18,124 shares 18,124 $1.58M 0.06% -919 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,711 shares; 2024Q4: 151,062 shares; 2025Q1: 50,161 shares; 2025Q2: 31,106 shares; 2025Q3: 61,797 shares 61,797 $1.57M 0.06% +30,691 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,791 shares; 2025Q1: 9,187 shares; 2025Q2: 28,070 shares; 2025Q3: 27,345 shares 27,345 $1.57M 0.06% -725 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 1,625 shares; 2025Q1: 1,354 shares; 2025Q2: 3,445 shares; 2025Q3: 5,945 shares 5,945 $1.56M 0.06% +2,500 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,654 shares; 2024Q4: 18,741 shares; 2025Q1: 18,453 shares; 2025Q2: 17,461 shares; 2025Q3: 17,561 shares 17,561 $1.56M 0.06% +100 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,688 shares; 2025Q1: 18,991 shares; 2025Q2: 20,238 shares; 2025Q3: 20,236 shares 20,236 $1.55M 0.06% -2 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 4,651 shares; 2025Q1: 31,137 shares; 2025Q2: 34,467 shares; 2025Q3: 19,582 shares 19,582 $1.54M 0.06% -14,885 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,603 shares; 2025Q1: 5,424 shares; 2025Q2: 3,401 shares; 2025Q3: 2,700 shares 2,700 $1.53M 0.06% -701 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,295 shares; 2024Q4: 5,326 shares; 2025Q1: 9,870 shares; 2025Q2: 18,675 shares; 2025Q3: 9,130 shares 9,130 $1.52M 0.06% -9,545 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 871 shares; 2025Q1: 1,651 shares; 2025Q2: 5,622 shares; 2025Q3: 5,491 shares 5,491 $1.5M 0.06% -131 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: 4,141 shares; 2025Q3: 12,257 shares 12,257 $1.5M 0.06% +8,116 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 5,037 shares; 2025Q1: 5,990 shares; 2025Q2: 6,547 shares; 2025Q3: 6,488 shares 6,488 $1.49M 0.05% -59 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,997 shares; 2025Q2: 15,435 shares; 2025Q3: 15,577 shares 15,577 $1.49M 0.05% +142 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 5,041 shares; 2025Q1: 7,432 shares; 2025Q2: 11,766 shares; 2025Q3: 10,380 shares 10,380 $1.48M 0.05% -1,386 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 918 shares; 2025Q1: 5,314 shares; 2025Q2: 3,589 shares; 2025Q3: 3,502 shares 3,502 $1.48M 0.05% -87 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: not reported; 2025Q1: 2,401 shares; 2025Q2: 12,391 shares; 2025Q3: 12,171 shares 12,171 $1.47M 0.05% -220 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,722 shares; 2025Q1: 9,066 shares; 2025Q2: 9,209 shares; 2025Q3: 10,478 shares 10,478 $1.47M 0.05% +1,269 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,147 shares; 2024Q4: 27,338 shares; 2025Q1: 26,237 shares; 2025Q2: 22,435 shares; 2025Q3: 32,407 shares 32,407 $1.46M 0.05% +9,972 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,677 shares; 2024Q4: 7,221 shares; 2025Q1: 13,261 shares; 2025Q2: 19,911 shares; 2025Q3: 17,467 shares 17,467 $1.46M 0.05% -2,444 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,540 shares; 2025Q1: 5,035 shares; 2025Q2: 5,566 shares; 2025Q3: 5,194 shares 5,194 $1.45M 0.05% -372 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,874 shares; 2025Q2: 7,859 shares; 2025Q3: 7,702 shares 7,702 $1.45M 0.05% -157 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 2,334 shares; 2025Q3: 2,261 shares 2,261 $1.44M 0.05% -73 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,247 shares; 2025Q1: 3,666 shares; 2025Q2: 5,168 shares; 2025Q3: 10,388 shares 10,388 $1.41M 0.05% +5,220 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,350 shares; 2024Q4: 53,902 shares; 2025Q1: 49,291 shares; 2025Q2: 9,660 shares; 2025Q3: 9,146 shares 9,146 $1.41M 0.05% -514 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 7,377 shares; 2025Q1: 14,266 shares; 2025Q2: 18,783 shares; 2025Q3: 9,985 shares 9,985 $1.41M 0.05% -8,798 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 3,073 shares; 2025Q1: 9,516 shares; 2025Q2: 5,058 shares; 2025Q3: 5,708 shares 5,708 $1.41M 0.05% +650 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,755 shares; 2024Q4: 22,327 shares; 2025Q1: 47,649 shares; 2025Q2: 44,816 shares; 2025Q3: 33,859 shares 33,859 $1.4M 0.05% -10,957 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,043 shares; 2025Q1: 7,226 shares; 2025Q2: 6,265 shares; 2025Q3: 6,675 shares 6,675 $1.38M 0.05% +410 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares 8,200 $1.37M 0.05% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,297 shares; 2024Q4: 20,106 shares; 2025Q1: 22,639 shares; 2025Q2: 25,653 shares; 2025Q3: 25,722 shares 25,722 $1.37M 0.05% +69 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,925 shares; 2025Q2: 10,615 shares; 2025Q3: 9,872 shares 9,872 $1.36M 0.05% -743 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 731 shares; 2025Q2: 2,499 shares; 2025Q3: 2,502 shares 2,502 $1.36M 0.05% +3 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,238 shares; 2024Q4: 19,101 shares; 2025Q1: 19,172 shares; 2025Q2: 17,876 shares; 2025Q3: 17,284 shares 17,284 $1.35M 0.05% -592 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,796 shares; 2025Q1: 2,223 shares; 2025Q2: 6,607 shares; 2025Q3: 7,215 shares 7,215 $1.35M 0.05% +608 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,403 shares; 2025Q1: 4,430 shares; 2025Q2: 4,472 shares; 2025Q3: 4,503 shares 4,503 $1.32M 0.05% +31 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,813 shares; 2025Q3: 42,992 shares 42,992 $1.32M 0.05% +179 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 2,342 shares 2,342 $1.32M 0.05% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 18,733 shares; 2025Q1: 21,240 shares; 2025Q2: 30,540 shares; 2025Q3: 46,410 shares 46,410 $1.31M 0.05% +15,870 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,268 shares; 2024Q4: 13,318 shares; 2025Q1: 13,268 shares; 2025Q2: 13,074 shares; 2025Q3: 13,609 shares 13,609 $1.3M 0.05% +535 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,610 shares; 2024Q4: 4,763 shares; 2025Q1: 4,805 shares; 2025Q2: 4,612 shares; 2025Q3: 4,608 shares 4,608 $1.3M 0.05% -4 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,368 shares; 2025Q2: 38,775 shares; 2025Q3: 32,919 shares 32,919 $1.29M 0.05% -5,856 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,598 shares; 2025Q1: 1,472 shares; 2025Q2: 1,649 shares; 2025Q3: 1,611 shares 1,611 $1.28M 0.05% -38 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,229 shares; 2025Q3: 5,413 shares 5,413 $1.28M 0.05% +184 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,614 shares 4,614 $1.27M 0.05% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,144 shares; 2024Q4: 3,206 shares; 2025Q1: 25,733 shares; 2025Q2: 28,518 shares; 2025Q3: 23,435 shares 23,435 $1.27M 0.05% -5,083 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,434 shares; 2024Q4: 21,172 shares; 2025Q1: 21,213 shares; 2025Q2: 21,172 shares; 2025Q3: 21,172 shares 21,172 $1.27M 0.05% 0 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,802 shares; 2025Q1: 2,660 shares; 2025Q2: 2,997 shares; 2025Q3: 3,940 shares 3,940 $1.27M 0.05% +943 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,501 shares; 2024Q4: 15,501 shares; 2025Q1: 15,426 shares; 2025Q2: 15,544 shares; 2025Q3: 8,530 shares 8,530 $1.27M 0.05% -7,014 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,595 shares; 2024Q4: 23,304 shares; 2025Q1: 46,698 shares; 2025Q2: 33,428 shares; 2025Q3: 39,356 shares 39,356 $1.27M 0.05% +5,928 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: not reported; 2025Q1: 2,285 shares; 2025Q2: 4,494 shares; 2025Q3: 6,207 shares 6,207 $1.26M 0.05% +1,713 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,611 shares; 2025Q2: 21,933 shares; 2025Q3: 21,897 shares 21,897 $1.26M 0.05% -36 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,393 shares; 2024Q4: 23,364 shares; 2025Q1: 22,849 shares; 2025Q2: 19,357 shares; 2025Q3: 19,239 shares 19,239 $1.26M 0.05% -118 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,106 shares; 2024Q4: 3,092 shares; 2025Q1: 3,471 shares; 2025Q2: 3,429 shares; 2025Q3: 3,513 shares 3,513 $1.25M 0.05% +84 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,510 shares; 2024Q4: 5,529 shares; 2025Q1: 6,480 shares; 2025Q2: 16,988 shares; 2025Q3: 17,519 shares 17,519 $1.24M 0.05% +531 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,258 shares; 2025Q2: 16,146 shares; 2025Q3: 15,042 shares 15,042 $1.23M 0.05% -1,104 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: not reported; 2025Q1: 979 shares; 2025Q2: 2,792 shares; 2025Q3: 3,613 shares 3,613 $1.23M 0.05% +821 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,318 shares; 2025Q2: 29,318 shares; 2025Q3: 26,676 shares 26,676 $1.23M 0.05% -2,642 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 4,497 shares; 2025Q1: 7,387 shares; 2025Q2: 14,492 shares; 2025Q3: 12,488 shares 12,488 $1.21M 0.04% -2,004 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,590 shares; 2024Q4: 49,862 shares; 2025Q1: 48,658 shares; 2025Q2: 48,768 shares; 2025Q3: 49,075 shares 49,075 $1.21M 0.04% +307 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,928 shares; 2024Q4: 7,476 shares; 2025Q1: 15,970 shares; 2025Q2: 13,496 shares; 2025Q3: 13,520 shares 13,520 $1.2M 0.04% +24 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 5,085 shares; 2025Q3: 5,086 shares 5,086 $1.2M 0.04% +1 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,340 shares; 2025Q2: 14,061 shares; 2025Q3: 14,029 shares 14,029 $1.19M 0.04% -32 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,662 shares; 2024Q4: 37,662 shares; 2025Q1: 37,587 shares; 2025Q2: 37,587 shares; 2025Q3: 37,587 shares 37,587 $1.18M 0.04% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,064 shares; 2025Q2: 12,572 shares; 2025Q3: 15,414 shares 15,414 $1.17M 0.04% +2,842 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 8,055 shares; 2025Q2: 8,163 shares; 2025Q3: 8,046 shares 8,046 $1.17M 0.04% -117 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,881 shares; 2025Q1: 4,931 shares; 2025Q2: 12,106 shares; 2025Q3: 12,122 shares 12,122 $1.17M 0.04% +16 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,271 shares; 2024Q4: 4,271 shares; 2025Q1: 4,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares 4,271 $1.17M 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,426 shares; 2024Q4: 5,663 shares; 2025Q1: 8,120 shares; 2025Q2: 11,165 shares; 2025Q3: 10,695 shares 10,695 $1.17M 0.04% -470 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,728 shares; 2025Q3: 13,743 shares 13,743 $1.16M 0.04% +2,015 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,112 shares 33,112 $1.15M 0.04% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,135 shares 16,135 $1.15M 0.04% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,719 shares; 2024Q4: 62,577 shares; 2025Q1: 60,785 shares; 2025Q2: 57,110 shares; 2025Q3: 56,094 shares 56,094 $1.14M 0.04% -1,016 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,586 shares; 2025Q1: 3,419 shares; 2025Q2: 6,630 shares; 2025Q3: 6,676 shares 6,676 $1.14M 0.04% +46 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,922 shares; 2025Q3: 25,895 shares 25,895 $1.14M 0.04% +8,973 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,966 shares; 2024Q4: 4,804 shares; 2025Q1: 4,606 shares; 2025Q2: 4,071 shares; 2025Q3: 4,016 shares 4,016 $1.13M 0.04% -55 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 4,721 shares; 2025Q1: 6,604 shares; 2025Q2: 10,420 shares; 2025Q3: 5,519 shares 5,519 $1.13M 0.04% -4,901 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 7,393 shares; 2025Q1: 7,711 shares; 2025Q2: 5,559 shares; 2025Q3: 6,163 shares 6,163 $1.13M 0.04% +604 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,461 shares; 2025Q1: 2,480 shares; 2025Q2: 3,059 shares; 2025Q3: 2,888 shares 2,888 $1.13M 0.04% -171 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,874 shares; 2025Q3: 20,962 shares 20,962 $1.13M 0.04% +88 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,403 shares; 2025Q2: 14,883 shares; 2025Q3: 12,959 shares 12,959 $1.12M 0.04% -1,924 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,948 shares; 2025Q1: 3,694 shares; 2025Q2: 4,975 shares; 2025Q3: 4,519 shares 4,519 $1.11M 0.04% -456 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,024 shares; 2024Q4: 25,950 shares; 2025Q1: 23,739 shares; 2025Q2: 12,590 shares; 2025Q3: 12,378 shares 12,378 $1.11M 0.04% -212 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,467 shares 4,467 $1.11M 0.04% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,812 shares; 2025Q1: 3,236 shares; 2025Q2: 4,254 shares; 2025Q3: 4,248 shares 4,248 $1.1M 0.04% -6 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,283 shares; 2025Q1: 2,686 shares; 2025Q2: 3,568 shares; 2025Q3: 2,199 shares 2,199 $1.1M 0.04% -1,369 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,878 shares; 2025Q3: 16,290 shares 16,290 $1.1M 0.04% -12,588 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,506 shares; 2025Q2: 3,770 shares; 2025Q3: 3,564 shares 3,564 $1.1M 0.04% -206 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,548 shares; 2025Q1: 7,468 shares; 2025Q2: 6,437 shares; 2025Q3: 5,454 shares 5,454 $1.09M 0.04% -983 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,421 shares; 2025Q1: 19,894 shares; 2025Q2: 26,515 shares; 2025Q3: 25,643 shares 25,643 $1.09M 0.04% -872 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,054 shares; 2024Q4: 31,068 shares; 2025Q1: 75,206 shares; 2025Q2: 63,711 shares; 2025Q3: 62,923 shares 62,923 $1.09M 0.04% -788 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,615 shares; 2025Q1: 6,459 shares; 2025Q2: 5,530 shares; 2025Q3: 5,498 shares 5,498 $1.08M 0.04% -32 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,454 shares; 2025Q3: 10,049 shares 10,049 $1.07M 0.04% +3,595 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,854 shares; 2025Q3: 12,878 shares 12,878 $1.07M 0.04% +24 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,253 shares; 2025Q2: 3,345 shares; 2025Q3: 10,654 shares 10,654 $1.06M 0.04% +7,309 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,515 shares; 2024Q4: 22,692 shares; 2025Q1: 42,090 shares; 2025Q2: 35,763 shares; 2025Q3: 12,506 shares 12,506 $1.05M 0.04% -23,257 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 6,306 shares; 2025Q1: 9,854 shares; 2025Q2: 8,890 shares; 2025Q3: 11,692 shares 11,692 $1.05M 0.04% +2,802 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,912 shares; 2025Q1: 44,865 shares; 2025Q2: 82,171 shares; 2025Q3: 82,521 shares 82,521 $1.05M 0.04% +350 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,029 shares; 2025Q2: 3,105 shares; 2025Q3: 3,505 shares 3,505 $1.04M 0.04% +400 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,843 shares; 2024Q4: 53,512 shares; 2025Q1: 73,261 shares; 2025Q2: 112,738 shares; 2025Q3: 112,738 shares 112,738 $1.03M 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,076 shares; 2025Q1: 1,741 shares; 2025Q2: 3,793 shares; 2025Q3: 3,433 shares 3,433 $1.03M 0.04% -360 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,343 shares; 2024Q4: 36,306 shares; 2025Q1: 47,989 shares; 2025Q2: 35,546 shares; 2025Q3: 35,523 shares 35,523 $1.03M 0.04% -23 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,095 shares; 2024Q4: 464,680 shares; 2025Q1: 472,738 shares; 2025Q2: 23,550 shares; 2025Q3: 23,219 shares 23,219 $1.03M 0.04% -331 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,386 shares; 2024Q4: 55,581 shares; 2025Q1: 53,983 shares; 2025Q2: 48,778 shares; 2025Q3: 44,616 shares 44,616 $1.02M 0.04% -4,162 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,877 shares; 2025Q2: 21,089 shares; 2025Q3: 22,538 shares 22,538 $1M 0.04% +1,449 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,418 shares; 2025Q2: 5,781 shares; 2025Q3: 9,994 shares 9,994 $1M 0.04% +4,213 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,117 shares; 2025Q2: 4,040 shares; 2025Q3: 4,402 shares 4,402 $989K 0.04% +362 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,191 shares; 2025Q1: 3,723 shares; 2025Q2: 8,979 shares; 2025Q3: 7,339 shares 7,339 $985K 0.04% -1,640 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,481 shares; 2025Q2: 10,494 shares; 2025Q3: 28,357 shares 28,357 $983K 0.04% +17,863 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 8,150 shares; 2025Q1: 7,840 shares; 2025Q2: 8,709 shares; 2025Q3: 8,846 shares 8,846 $982K 0.04% +137 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,606 shares; 2025Q2: 3,355 shares; 2025Q3: 3,338 shares 3,338 $980K 0.04% -17 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,935 shares; 2025Q2: 7,120 shares; 2025Q3: 7,197 shares 7,197 $964K 0.04% +77 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 7,223 shares; 2025Q1: 9,569 shares; 2025Q2: 11,790 shares; 2025Q3: 11,790 shares 11,790 $963K 0.04% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,020 shares; 2025Q3: 18,679 shares 18,679 $961K 0.04% -5,341 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,909 shares; 2024Q4: 522,244 shares; 2025Q1: 528,254 shares; 2025Q2: 23,743 shares; 2025Q3: 23,292 shares 23,292 $958K 0.04% -451 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,588 shares; 2025Q2: 600 shares; 2025Q3: 2,943 shares 2,943 $951K 0.03% +2,343 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 13,490 shares; 2025Q1: 13,721 shares; 2025Q2: 14,128 shares; 2025Q3: 14,430 shares 14,430 $950K 0.03% +302 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,092 shares; 2025Q2: 22,727 shares; 2025Q3: 19,512 shares 19,512 $935K 0.03% -3,215 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,651 shares; 2024Q4: 6,545 shares; 2025Q1: 10,785 shares; 2025Q2: 11,318 shares; 2025Q3: 11,941 shares 11,941 $930K 0.03% +623 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares 9,000 $930K 0.03% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,438 shares; 2025Q2: 4,158 shares; 2025Q3: 4,201 shares 4,201 $919K 0.03% +43 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,578 shares; 2025Q1: 1,859 shares; 2025Q2: 1,980 shares; 2025Q3: 1,868 shares 1,868 $916K 0.03% -112 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,242 shares; 2024Q4: 16,426 shares; 2025Q1: 13,583 shares; 2025Q2: 10,248 shares; 2025Q3: 21,801 shares 21,801 $906K 0.03% +11,553 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,189 shares; 2025Q1: 727 shares; 2025Q2: 4,959 shares; 2025Q3: 3,085 shares 3,085 $891K 0.03% -1,874 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,205 shares; 2025Q1: 4,301 shares; 2025Q2: 4,444 shares; 2025Q3: 4,399 shares 4,399 $887K 0.03% -45 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,775 shares; 2025Q1: 2,926 shares; 2025Q2: 4,104 shares; 2025Q3: 4,112 shares 4,112 $882K 0.03% +8 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,596 shares; 2024Q4: 13,338 shares; 2025Q1: 14,181 shares; 2025Q2: 3,911 shares; 2025Q3: 3,861 shares 3,861 $879K 0.03% -50 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 9,638 shares; 2025Q1: 31,493 shares; 2025Q2: 7,189 shares; 2025Q3: 9,231 shares 9,231 $873K 0.03% +2,042 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,665 shares; 2025Q3: 10,389 shares 10,389 $871K 0.03% +724 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,805 shares; 2025Q1: 3,493 shares; 2025Q2: 3,406 shares; 2025Q3: 3,983 shares 3,983 $868K 0.03% +577 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,369 shares; 2025Q2: 5,848 shares; 2025Q3: 6,831 shares 6,831 $868K 0.03% +983 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares 5,944 $865K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,682 shares; 2024Q4: 21,006 shares; 2025Q1: 20,040 shares; 2025Q2: 12,025 shares; 2025Q3: 12,025 shares 12,025 $865K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 4,670 shares; 2025Q1: 4,267 shares; 2025Q2: 4,285 shares; 2025Q3: 3,476 shares 3,476 $858K 0.03% -809 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 13,586 shares; 2025Q1: 35,636 shares; 2025Q2: not reported; 2025Q3: 21,240 shares 21,240 $858K 0.03% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,966 shares; 2025Q3: 12,128 shares 12,128 $854K 0.03% +162 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 12,084 shares; 2025Q1: 12,084 shares; 2025Q2: 10,665 shares; 2025Q3: 10,665 shares 10,665 $852K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,179 shares; 2025Q1: 1,839 shares; 2025Q2: 1,873 shares; 2025Q3: 1,848 shares 1,848 $845K 0.03% -25 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 839 shares; 2025Q2: 1,912 shares; 2025Q3: 1,734 shares 1,734 $844K 0.03% -178 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 4,113 shares; 2025Q1: 4,066 shares; 2025Q2: 3,294 shares; 2025Q3: 3,237 shares 3,237 $840K 0.03% -57 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,651 shares; 2024Q4: 10,147 shares; 2025Q1: 10,855 shares; 2025Q2: 10,812 shares; 2025Q3: 11,047 shares 11,047 $840K 0.03% +235 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,161 shares; 2025Q1: 4,748 shares; 2025Q2: 7,591 shares; 2025Q3: 5,472 shares 5,472 $834K 0.03% -2,119 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,934 shares; 2024Q4: 49,823 shares; 2025Q1: 52,651 shares; 2025Q2: 35,985 shares; 2025Q3: 36,347 shares 36,347 $834K 0.03% +362 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,654 shares; 2024Q4: 16,419 shares; 2025Q1: 16,419 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares 16,419 $831K 0.03% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,086 shares; 2025Q2: 5,647 shares; 2025Q3: 5,370 shares 5,370 $831K 0.03% -277 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,189 shares; 2025Q1: 2,456 shares; 2025Q2: 3,449 shares; 2025Q3: 3,821 shares 3,821 $825K 0.03% +372 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 4,245 shares; 2025Q1: 7,475 shares; 2025Q2: 9,318 shares; 2025Q3: 5,132 shares 5,132 $820K 0.03% -4,186 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,966 shares; 2025Q3: 7,301 shares 7,301 $819K 0.03% +1,335 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,425 shares; 2025Q2: 12,444 shares; 2025Q3: 16,593 shares 16,593 $814K 0.03% +4,149 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 533 shares; 2025Q1: 1,135 shares; 2025Q2: 647 shares; 2025Q3: 697 shares 697 $812K 0.03% +50 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,616 shares; 2025Q1: 3,792 shares; 2025Q2: 3,801 shares; 2025Q3: 3,793 shares 3,793 $811K 0.03% -8 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,606 shares; 2025Q2: 7,007 shares; 2025Q3: 7,080 shares 7,080 $803K 0.03% +73 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 4,013 shares; 2025Q1: 5,997 shares; 2025Q2: 10,521 shares; 2025Q3: 10,590 shares 10,590 $803K 0.03% +69 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,521 shares; 2025Q1: 5,565 shares; 2025Q2: 3,061 shares; 2025Q3: 4,724 shares 4,724 $801K 0.03% +1,663 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,935 shares; 2025Q3: 4,048 shares 4,048 $793K 0.03% +113 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,625 shares; 2025Q1: 2,621 shares; 2025Q2: 2,662 shares; 2025Q3: 2,344 shares 2,344 $791K 0.03% -318 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,683 shares; 2025Q3: 7,944 shares 7,944 $789K 0.03% +261 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,329 shares; 2025Q1: 7,309 shares; 2025Q2: 4,145 shares; 2025Q3: 4,876 shares 4,876 $789K 0.03% +731 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,855 shares; 2025Q3: 17,394 shares 17,394 $788K 0.03% +539 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: not reported; 2025Q1: 8,247 shares; 2025Q2: 5,116 shares; 2025Q3: 4,546 shares 4,546 $774K 0.03% -570 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,389 shares; 2025Q2: 52,613 shares; 2025Q3: 31,455 shares 31,455 $774K 0.03% -21,158 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,068 shares; 2025Q2: 3,952 shares; 2025Q3: 9,948 shares 9,948 $774K 0.03% +5,996 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,863 shares; 2024Q4: 11,575 shares; 2025Q1: 11,762 shares; 2025Q2: 11,384 shares; 2025Q3: 11,314 shares 11,314 $770K 0.03% -70 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 17,460 shares; 2025Q1: 17,790 shares; 2025Q2: 18,216 shares; 2025Q3: 18,545 shares 18,545 $767K 0.03% +329 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 10,288 shares; 2025Q1: 11,725 shares; 2025Q2: 11,625 shares; 2025Q3: 11,206 shares 11,206 $760K 0.03% -419 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,620 shares; 2024Q4: 25,697 shares; 2025Q1: 42,367 shares; 2025Q2: 14,188 shares; 2025Q3: 14,265 shares 14,265 $758K 0.03% +77 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,971 shares; 2025Q2: 6,903 shares; 2025Q3: 6,185 shares 6,185 $757K 0.03% -718 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 683 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares 1,143 $755K 0.03% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.03% 0 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,923 shares; 2024Q4: 13,369 shares; 2025Q1: 42,534 shares; 2025Q2: 54,849 shares; 2025Q3: 33,077 shares 33,077 $749K 0.03% -21,772 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,478 shares; 2024Q4: 39,072 shares; 2025Q1: 51,248 shares; 2025Q2: 5,440 shares; 2025Q3: 4,490 shares 4,490 $747K 0.03% -950 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,155 shares; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: 3,680 shares; 2025Q3: 3,934 shares 3,934 $743K 0.03% +254 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,626 shares; 2025Q1: 3,343 shares; 2025Q2: 2,385 shares; 2025Q3: 3,679 shares 3,679 $741K 0.03% +1,294 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,523 shares; 2025Q2: 6,888 shares; 2025Q3: 6,894 shares 6,894 $734K 0.03% +6 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,130 shares; 2024Q4: 13,769 shares; 2025Q1: 11,412 shares; 2025Q2: 11,039 shares; 2025Q3: 11,107 shares 11,107 $734K 0.03% +68 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,172 shares; 2025Q2: 12,880 shares; 2025Q3: 13,455 shares 13,455 $731K 0.03% +575 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 7,457 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 6,711 shares 6,711 $723K 0.03% -187 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: 3,288 shares 3,288 $722K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 14,181 shares; 2025Q1: 17,461 shares; 2025Q2: 11,558 shares; 2025Q3: 10,711 shares 10,711 $718K 0.03% -847 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,241 shares; 2024Q4: not reported; 2025Q1: 11,599 shares; 2025Q2: 11,496 shares; 2025Q3: 11,695 shares 11,695 $715K 0.03% +199 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 663 shares 663 $715K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,629 shares; 2025Q1: 1,663 shares; 2025Q2: 1,786 shares; 2025Q3: 1,591 shares 1,591 $711K 0.03% -195 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,369 shares; 2025Q3: 25,071 shares 25,071 $711K 0.03% -5,298 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 6,177 shares; 2025Q1: 7,747 shares; 2025Q2: 8,609 shares; 2025Q3: 10,915 shares 10,915 $709K 0.03% +2,306 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 4,701 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,461 shares 16,461 $709K 0.03% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,647 shares; 2025Q3: 16,618 shares 16,618 $707K 0.03% +11,971 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,571 shares; 2025Q3: 7,944 shares 7,944 $703K 0.03% +2,373 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,072 shares; 2025Q2: 2,415 shares; 2025Q3: 2,681 shares 2,681 $698K 0.03% +266 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,176 shares; 2025Q3: 23,738 shares 23,738 $696K 0.03% +10,562 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,264 shares; 2025Q2: 3,786 shares; 2025Q3: 3,702 shares 3,702 $695K 0.03% -84 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,792 shares; 2025Q1: 1,140 shares; 2025Q2: 1,833 shares; 2025Q3: 1,656 shares 1,656 $694K 0.03% -177 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,118 shares; 2024Q4: 2,081 shares; 2025Q1: not reported; 2025Q2: 5,010 shares; 2025Q3: 5,780 shares 5,780 $685K 0.03% +770 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 5,938 shares; 2025Q1: 5,107 shares; 2025Q2: 5,214 shares; 2025Q3: 5,246 shares 5,246 $684K 0.03% +32 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,833 shares; 2025Q1: 2,044 shares; 2025Q2: 2,525 shares; 2025Q3: 2,530 shares 2,530 $683K 0.03% +5 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,412 shares; 2025Q2: 3,801 shares; 2025Q3: 3,805 shares 3,805 $680K 0.03% +4 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,997 shares; 2024Q4: 50,136 shares; 2025Q1: 91,798 shares; 2025Q2: 42,775 shares; 2025Q3: 21,443 shares 21,443 $674K 0.02% -21,332 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,255 shares; 2025Q1: 2,918 shares; 2025Q2: 3,778 shares; 2025Q3: 3,869 shares 3,869 $673K 0.02% +91 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,334 shares; 2025Q1: 4,802 shares; 2025Q2: 7,271 shares; 2025Q3: 4,915 shares 4,915 $673K 0.02% -2,356 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,073 shares; 2025Q1: 4,031 shares; 2025Q2: 6,163 shares; 2025Q3: 6,884 shares 6,884 $672K 0.02% +721 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,977 shares; 2025Q1: 5,627 shares; 2025Q2: 3,154 shares; 2025Q3: 3,159 shares 3,159 $668K 0.02% +5 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,193 shares; 2024Q4: 28,413 shares; 2025Q1: 30,129 shares; 2025Q2: 29,385 shares; 2025Q3: 29,529 shares 29,529 $668K 0.02% +144 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 5,154 shares 5,154 $664K 0.02% +1,982 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,730 shares; 2025Q1: 2,396 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares 2,419 $660K 0.02% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 2,150 shares; 2025Q2: 1,938 shares; 2025Q3: 1,940 shares 1,940 $659K 0.02% +2 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 6,140 shares; 2025Q1: 5,655 shares; 2025Q2: 5,332 shares; 2025Q3: 5,771 shares 5,771 $657K 0.02% +439 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,428 shares; 2025Q3: 11,299 shares 11,299 $657K 0.02% -129 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,242 shares; 2025Q3: 9,876 shares 9,876 $655K 0.02% +3,634 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares 2,058 $639K 0.02% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,592 shares; 2024Q4: 19,898 shares; 2025Q1: 53,881 shares; 2025Q2: 74,129 shares; 2025Q3: 57,609 shares 57,609 $638K 0.02% -16,520 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,780 shares; 2025Q2: 56,776 shares; 2025Q3: 54,600 shares 54,600 $638K 0.02% -2,176 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 8,266 shares; 2025Q1: 7,614 shares; 2025Q2: 7,596 shares; 2025Q3: 7,702 shares 7,702 $634K 0.02% +106 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,470 shares; 2024Q4: 91,138 shares; 2025Q1: 86,231 shares; 2025Q2: 9,915 shares; 2025Q3: 9,915 shares 9,915 $633K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,901 shares 6,901 $631K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,938 shares; 2024Q4: 25,477 shares; 2025Q1: 24,688 shares; 2025Q2: 7,638 shares; 2025Q3: 7,638 shares 7,638 $631K 0.02% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,412 shares; 2024Q4: 6,420 shares; 2025Q1: 6,591 shares; 2025Q2: 6,433 shares; 2025Q3: 6,297 shares 6,297 $630K 0.02% -136 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,721 shares 25,721 $629K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 6,091 shares; 2025Q1: 6,607 shares; 2025Q2: 4,634 shares; 2025Q3: 4,654 shares 4,654 $626K 0.02% +20 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,661 shares; 2025Q3: 20,748 shares 20,748 $626K 0.02% +87 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,555 shares; 2025Q1: 16,942 shares; 2025Q2: 12,253 shares; 2025Q3: 12,272 shares 12,272 $626K 0.02% +19 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,656 shares; 2025Q1: 2,529 shares; 2025Q2: 2,502 shares; 2025Q3: 2,483 shares 2,483 $624K 0.02% -19 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 3,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,946 shares 2,946 $623K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,975 shares; 2025Q3: 7,367 shares 7,367 $621K 0.02% +2,392 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 16,775 shares; 2025Q1: 21,350 shares; 2025Q2: not reported; 2025Q3: 16,890 shares 16,890 $614K 0.02% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,997 shares; 2025Q1: 11,997 shares; 2025Q2: 11,997 shares; 2025Q3: 11,997 shares 11,997 $609K 0.02% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: not reported; 2025Q1: 6,703 shares; 2025Q2: 5,040 shares; 2025Q3: 5,569 shares 5,569 $605K 0.02% +529 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,501 shares; 2024Q4: 11,574 shares; 2025Q1: 20,280 shares; 2025Q2: 38,141 shares; 2025Q3: 17,758 shares 17,758 $603K 0.02% -20,383 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,158 shares; 2025Q1: 27,258 shares; 2025Q2: 40,032 shares; 2025Q3: 28,146 shares 28,146 $602K 0.02% -11,886 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,124 shares; 2025Q3: 10,111 shares 10,111 $602K 0.02% -13 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,752 shares; 2024Q4: 11,985 shares; 2025Q1: 12,625 shares; 2025Q2: 2,090 shares; 2025Q3: 1,238 shares 1,238 $601K 0.02% -852 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,480 shares; 2025Q2: 82,721 shares; 2025Q3: 55,022 shares 55,022 $600K 0.02% -27,699 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 3,947 shares; 2025Q1: 3,955 shares; 2025Q2: 4,026 shares; 2025Q3: 4,067 shares 4,067 $600K 0.02% +41 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,410 shares; 2025Q3: 4,425 shares 4,425 $599K 0.02% +15 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,943 shares; 2024Q4: 36,881 shares; 2025Q1: 38,576 shares; 2025Q2: 5,545 shares; 2025Q3: 5,231 shares 5,231 $599K 0.02% -314 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,495 shares; 2025Q2: 5,629 shares; 2025Q3: 3,421 shares 3,421 $596K 0.02% -2,208 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,405 shares; 2024Q4: 21,240 shares; 2025Q1: 21,148 shares; 2025Q2: 22,275 shares; 2025Q3: 22,661 shares 22,661 $596K 0.02% +386 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,795 shares; 2025Q3: 17,427 shares 17,427 $592K 0.02% +1,632 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 1,362 shares; 2025Q1: 3,684 shares; 2025Q2: 3,985 shares; 2025Q3: 2,048 shares 2,048 $590K 0.02% -1,937 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,580 shares 9,580 $590K 0.02% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,231 shares; 2025Q3: 2,249 shares 2,249 $583K 0.02% +18 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 5,836 shares; 2025Q1: 12,241 shares; 2025Q2: 7,087 shares; 2025Q3: 9,624 shares 9,624 $582K 0.02% +2,537 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: not reported; 2025Q1: 33,100 shares; 2025Q2: 20,434 shares; 2025Q3: 18,162 shares 18,162 $582K 0.02% -2,272 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,689 shares; 2024Q4: 28,689 shares; 2025Q1: 28,689 shares; 2025Q2: 23,340 shares; 2025Q3: 23,340 shares 23,340 $582K 0.02% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,654 shares; 2025Q2: 13,654 shares; 2025Q3: 13,954 shares 13,954 $580K 0.02% +300 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 7,316 shares; 2025Q1: 6,539 shares; 2025Q2: 4,978 shares; 2025Q3: 4,849 shares 4,849 $576K 0.02% -129 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,358 shares; 2024Q4: 7,320 shares; 2025Q1: 7,467 shares; 2025Q2: 5,351 shares; 2025Q3: 5,351 shares 5,351 $570K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,442 shares; 2025Q1: 4,870 shares; 2025Q2: 6,319 shares; 2025Q3: 6,723 shares 6,723 $569K 0.02% +404 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,259 shares 2,259 $568K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,907 shares; 2024Q4: 5,892 shares; 2025Q1: 5,363 shares; 2025Q2: 5,250 shares; 2025Q3: 4,921 shares 4,921 $566K 0.02% -329 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,301 shares; 2024Q4: 11,363 shares; 2025Q1: 9,556 shares; 2025Q2: 11,356 shares; 2025Q3: 11,666 shares 11,666 $564K 0.02% +310 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,413 shares; 2025Q1: 2,565 shares; 2025Q2: 2,224 shares; 2025Q3: 2,229 shares 2,229 $563K 0.02% +5 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,636 shares 30,636 $561K 0.02% new Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,803 shares; 2025Q3: 9,980 shares 9,980 $559K 0.02% +177 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,705 shares; 2025Q2: 33,846 shares; 2025Q3: 23,990 shares 23,990 $558K 0.02% -9,856 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 11,317 shares; 2025Q1: 13,207 shares; 2025Q2: 11,103 shares; 2025Q3: 18,571 shares 18,571 $558K 0.02% +7,468 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,491 shares 5,491 $555K 0.02% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,505 shares; 2025Q3: 6,510 shares 6,510 $553K 0.02% +5 Timeline VRNS VARONIS SYS INC More: the full row for VARONIS SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,296 shares; 2025Q2: 9,583 shares; 2025Q3: 9,620 shares 9,620 $553K 0.02% +37 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,479 shares; 2025Q1: 6,559 shares; 2025Q2: 6,492 shares; 2025Q3: 6,492 shares 6,492 $551K 0.02% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,435 shares; 2025Q2: 3,877 shares; 2025Q3: 3,893 shares 3,893 $551K 0.02% +16 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 10,012 shares; 2025Q1: 18,463 shares; 2025Q2: 24,727 shares; 2025Q3: 31,916 shares 31,916 $548K 0.02% +7,189 Timeline